VP, Branch Manager

4 days ago


Germantown, Tennessee, United States Charles Schwab Full time
About the Role

As a Branch Manager at Charles Schwab, you will play a critical role in leading a team of financial professionals to provide exceptional service and advice to clients. Your primary responsibility will be to inspire and motivate your team to achieve sales goals and expand the client base. You will work closely with your team to implement sales strategies, provide coaching and training, and manage performance. Additionally, you will be responsible for increasing branch revenue and collaborating with business partners to drive growth.

Key Responsibilities
  • Lead a team of financial professionals to achieve sales goals and expand the client base
  • Implement sales strategies and provide coaching and training to team members
  • Manage team performance and provide recognition and rewards
  • Collaborate with business partners to drive growth and revenue
  • Stay up-to-date with industry trends and regulatory requirements
Requirements
  • Active and valid FINRA Series 7, 9/10 and 66 (or 63/65) licenses
  • Bachelor's degree or equivalent, or equivalent work-related experience
  • 4+ years financial sales leadership experience
  • Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
Preferred Qualifications
  • Active and valid FINRA Series 24 license
  • CFP, CFA, CIMA, and/or AAMS
  • Strong leadership, management, and motivational skills
  • A desire to lead, a passion for sales management, and a deep commitment to client service
  • Proficient in establishing quality cross-enterprise partnerships
  • Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership
What We Offer
  • A competitive benefits package that takes care of the whole you – both today and in the future
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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